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Including Service Plan Details in Client Reports

How to include the details of Service Plans in Client Reports

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Written by Ashok P
Updated over a month ago

When running any stock Proposal, Line Item Detail, or Quote report in SI, you can choose whether or not to display the Plan Details section (described above) after the Project Summary section at the end of the reports.

When running one of these reports, you will see an option to "Include Service Plan in report." When you check this box, you will see a link to select a service plan.

include service plan.jpg

When you click this link, a dialog box will open, listing all the service plans associated with the project for which you are running the report.

select service plan.jpg

When you run the report, a Service Plan Details section will display after the Project Summary section.

service plan summary on client report.jpg

There are no parameters for display options for the Service Plan Summary section on a Client report. Still, there are report settings for whether or not to display the "Auto-renew" text and whether or not to include tax in the price of the service plan items.

report settings.jpg
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